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Getting Started

Get familiar with support teams, New Business processes, and tools at Sun Life.


  • You can self-enroll for a temporary code. The temporary code will allow you to submit your first piece of business.
  • Once you submit your first piece of business, we’ll give you a permanent advisor code. If there any concerns, your back office may be able to help you. However, if you have additional questions, you can contact our contracting team at or call 1 800 800 4SUN, and press 1, 3, 1.


  • 1 800 800 4SUN and press 1, 4, 1
  • Get help with questions about potential sales, products, and sales strategies.

Advisor Experience Team

  • 1 800 800 4SUN and press 1, 1, 4
  • The Advisor Experience Team will assist you with:
    • Questions while the policy is pending
    • Sun eApp support
    • General inquiries and feedback on new business processes and resources


    • 1 800 800 4SUN and press 1, 3, 2
    • Get answers to questions about commissions and commission payment dates.

    In force and claims: Advisor Support

    • While signed into the secure Advisor site, you can request information from the home page with Client Service Tools. This allows you to:
      • check the status of new business by selecting Activity Centre,
      • view Client information by selecting Client Portfolio, and
      • make a Client service request for help with insurance contracts, insurability inquiries, and more by selecting Request Centre.
    • 1 800 800 4SUN and press 1, 1, 2

    Advisor Technology Support

    • 1 800 800 4SUN and press 1, 6
    • Get help with passwords and other technical issues.

    Submitting an application:

    Requirements for life insurance coverage:

    Requirements for critical illness insurance coverage:

    Preparing Clients for Tele-interviews:

    What to expect after the application has been sent to Sun Life:

    Timeline of New Business Applications
    Day 1Day 2Day 3 - onward
    • Application received

    • Quality review process and validation

    • Application added to system

    • Visible on Advisor site


    • Case Manager and Underwriter are assigned.

    • All requirements are ordered, as outlined by the application (e.g. tele-interview)

    • Underwriter initial review

    • Decision on medical requirements/APS

    • Case manager review (admin and compliance)

    • Tele-interview

    • Additional requirements review

    • Underwriting decision

    • Policy issued

    • Policy settled 

    If you have questions while an application is in any of these stages, please connect with our New Business and Underwriting teams.

    Case managers – helping with administrative requirements for pending applications

    Underwriters – ask about underwriting requirements and decisions for pending applications

    Advisor Experience Team – helping you with pending applications, Sun eApp support, general inquiries, and feedback on New Business processes and resources.